AE Wealth Management’s CNA Financial CNA Stock Holding History

AE Wealth Management’s Portfolio CNA Stock Details CNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.4M	Buy	49,457 +3,856	+8%	+$175K	0.01%	603
2026 Q1	$2.09M	Buy	45,601 +28,483	+166%	+$1.35M	0.01%	632
2025 Q4	$817K	Buy	17,118 +633	+4%	+$29.2K	﹤0.01%	862
2025 Q3	$766K	Sell	16,485 -16,955	-51%	-$786K	﹤0.01%	824
2025 Q2	$1.56M	Sell	33,440 -208	-0.6%	-$9.87K	0.01%	601
2025 Q1	$1.71M	Sell	33,648 -844	-2%	-$41.2K	0.01%	566
2024 Q4	$1.67M	Sell	34,492 -1,217	-3%	-$59.5K	0.01%	581
2024 Q3	$1.75M	Sell	35,709 -3,547	-9%	-$174K	0.02%	568
2024 Q2	$1.81M	Buy	39,256 +431	+1%	+$19.1K	0.02%	543
2024 Q1	$1.76M	Sell	38,825 -87,915	-69%	-$3.88M	0.02%	527
2023 Q4	$5.63M	Buy	126,740 +37,447	+42%	+$1.52M	0.03%	558
2023 Q3	$3.51M	Sell	89,293 -2,637	-3%	-$104K	0.02%	655
2023 Q2	$3.55M	Buy	+91,930	New	+$3.58M	0.02%	647

Other funds holding CNA

Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

AE Wealth Management's CNA Position: Q2 2026 in Review

AE Wealth Management increased its CNA Financial (CNA) stake by 8.5% in Q2 2026, buying an estimated $175K and bringing the position to 49,457 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #603.

AE Wealth Management first reported a position in CNA in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.63M in Q4 2023. 312 funds tracked by Wall St. Rank hold CNA as of Q2 2026.

AE Wealth Management held 49,457 shares of CNA Financial worth $2.4M as of Q2 2026.
AE Wealth Management bought 3,856 CNA Financial shares in Q2 2026, an estimated $175K.
CNA Financial made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #603 holding.
AE Wealth Management first reported a position in CNA Financial in Q2 2023 and has held it in 13 quarters since.
AE Wealth Management's CNA Financial position peaked at $5.63M in Q4 2023.
312 funds tracked by Wall St. Rank held CNA Financial as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.